The UAE’s push to diversify its LNG suppliers means it can easily replace Qatari LNG amid the current diplomatic rift. Piped gas is another matter. Qatar is unlikely to turn off the taps, but Sharjah may be left waiting for planned additional flows.

The UAE’s severing of diplomatic ties with Qatar this week (see p2) has brought its precarious gas balance and its reliance on its neighbor into the spotlight.

The UAE relies on imports for 30% of its 69 bcm/year gas consumption....